Skip to main content

Go Old School to Stand Out in the Digital World

Relationship building hasn’t changed much over the years. Some of the tools we used to make connections generations ago are still viable today. An old school approach could actually help you stand out in a digital world. See which of these tried-and-true tactics can help you strengthen relationships with your clients.

Meet face to face: Regular in-person meetings can go a long way toward fostering connections and helping you understand clients’ challenges.

Pick up the phone: Get a client’s attention by calling to chat. Hearing a voice on the other end of the line can help build a connection in a way that texting, email and social media may not.

Learn about your clients: Keep track of details like anniversaries, birthdays and family anecdotes, then bring them up in conversation. This can show clients that you care and you’re invested in their success. Knowing more about your clients makes it easier to recommend the right products.

Take clients to lunch: Build bonds over a shared meal. A lunch date doesn’t take extra time out of your day and allows you to connect outside of your business relationship.

Send a handwritten note. Clients will notice a handwritten letter or card — and appreciate the time you spent sending it. 

Sales and Marketing Toolkit

Download these flyers and customize on your own desktop.

Sales Concept Flyer

17490

Go Old School to Stand Out in the Digital World (Fillable PDF)

Sales Concept Flyer

Top Ten Reasons to Buy a Fixed Annuity

Top Ten Reasons to Buy a Fixed Annuity (Fillable PDF)

Content Topics

More About Sales Insights & Tools

As the world becomes more interconnected, so does the need for coverage. Find out how you can offer annuities to foreign nationals working for a company in the United States.
Your clients with CDs are receiving their 1099 forms soon. So, it’s an ideal time of year to talk about the tax advantages of fixed annuities. Share our flyer to show clients what they’d have to earn in a taxable investment to match the earnings of a fixed annuity.
Have two members in the same household submitting applications at the same time? They may qualify to be combined for a high-band rate. Find out how it works!
Beneficiary reviews help establish you as a trusted advisor and subject matter expert. They also offer time to connect with clients and prospects to build relationships. See how beneficiary reviews can help you get leads and grow your business.
Do you have clients who could do more with their retirement money? Then check out our new optional Legacy Max enhanced death benefit rider exclusively offered on the Enhanced Choice Index Plus.
Watch our new video to see an overview the Enhanced Choice Index Plus, and see how it provides benefits for today and tomorrow.
Jump back to top